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Arborfi Advisors, LLC

● SEC registered since 2025CRD 305009SEC# 801-132056Ann Arbor, MI
Export (members)
Reg. AUM
$148.4M
Employees
2
Accounts
362
Location
Ann Arbor, MI

Arborfi Advisors, LLC assets under management

Arborfi Advisors, LLC is an investment advisory firm registered with the SEC based in Ann Arbor, MI. The firm has been registered since 2025. It reports $148.4 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/arborfi-advisors-llcView on SEC.gov ↗

Arborfi Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Patricia Kathleen Slocum ControlManaging Member & Chief Compliance Officer50-75%2019
Thomas Jerome Costigan ControlManaging Member50-75%2019

Frequently asked questions

How much does Arborfi Advisors, LLC manage?

Arborfi Advisors, LLC reports $148.4 million in regulatory assets under management on its Form ADV.

How many employees does Arborfi Advisors, LLC have?

Arborfi Advisors, LLC reports 2 employees.

Where is Arborfi Advisors, LLC located?

Arborfi Advisors, LLC is based in Ann Arbor, MI and has been SEC-registered since 2025.

Does Arborfi Advisors, LLC disclose fund performance?

Arborfi Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104
Phone734-345-6980
Fax734-545-8878
Office hours9:00a.m.-4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148.4M
Non-discretionary$0
Total (RAUM)$148.4M